Susanne
Dombrowski

Psi Capital Management

CRD#1939883
Investment Advisor
in Lancaster, PA

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About this Advisor

Susanne Dombrowski is a financial advisor operating out of Lancaster, Pennsylvania with a total of 15 years of industry experience. Dombrowski is an employee of Psi Capital Management. They have been employed by Psi Capital Management for the entirety of their career. Dombrowski maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Psi Capital Management is a financial advisory firm based out of Lancaster, PA. The firm has offices in five locations and a total of 12 employees. It manages $243 million in assets across its 1,206 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 1,206 customer accounts, 25% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules typically depend on which services are offered. Fees charged by Psi Capital Management likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

147 N. Shippen Street
Lancaster, PA 17602

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Psi Capital Management Brokerage Details

Total Assets Under Management

$242,653,310

PA Average: $15,833,994,310
Total Number of Employees

12

PA Average: 41
Total Number of Accounts

1,206

PA Average: 3,342
Average Account Size

$201,205

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Susanne Dombrowski Work History

Susanne has been registered as a financial advisor for 15 years.*

2007 - Present (17 years)

Securities Service Network, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Susanne Dombrowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Psi Capital Management

Vanessa Zook
Lancaster, PA
Matthew Staub
Lancaster, PA
Gregory Staub
Harrisburg, PA
Susanne Dombrowski
Lancaster, PA
Scott Smith
Lancaster, PA
James Balthaser
Lancaster, PA
Steven Mitchell
Lancaster, PA
Thomas Houck
Hanover, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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